0001221073-20-000143.txt : 20201026
0001221073-20-000143.hdr.sgml : 20201026
20201026102039
ACCESSION NUMBER: 0001221073-20-000143
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201026
DATE AS OF CHANGE: 20201026
EFFECTIVENESS DATE: 20201026
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Foster Victor Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001769063
IRS NUMBER: 812769033
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19436
FILM NUMBER: 201259418
BUSINESS ADDRESS:
STREET 1: 10 TOY STREET, SUITE 200
CITY: GREENVILLE
STATE: SC
ZIP: 29601
BUSINESS PHONE: 864-720-2000
MAIL ADDRESS:
STREET 1: 10 TOY STREET, SUITE 200
CITY: GREENVILLE
STATE: SC
ZIP: 29601
13F-HR
1
primary_doc.xml
13F-HR
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false
false
false
0001769063
XXXXXXXX
09-30-2020
09-30-2020
false
Foster Victor Wealth Advisors, LLC
10 TOY STREET, SUITE 200
GREENVILLE
SC
29601
13F HOLDINGS REPORT
028-19436
N
KYLIE FELKER
CHIEF COMPLIANCE OFFICER
864-720-2000
/s/KYLIE FELKER
GREENVILLE
SC
10-15-2020
0
142
368715
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBOTT LABS
COM
002824100
261
2397
SH
SOLE
0
0
2397
ADOBE SYSTEMS INCORPORATED
COM
00724F101
7301
14886
SH
SOLE
0
0
14886
AGNC INVT CORP
COM
00123Q104
253
18195
SH
SOLE
0
0
18195
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1100
3741
SH
SOLE
0
0
3741
ALPHABET INC
CAP STK CL C
02079K107
417
284
SH
SOLE
0
0
284
ALPHABET INC
CAP STK CL A
02079K305
6087
4153
SH
SOLE
0
0
4153
AMAZON COM INC
COM
023135106
8757
2781
SH
SOLE
0
0
2781
AMERICAN ELEC PWR CO INC
COM
025537101
2706
33114
SH
SOLE
0
0
33114
AMERICAN TOWER CORP NEW
COM
03027X100
6335
26208
SH
SOLE
0
0
26208
AMERISOURCEBERGEN CORP
COM
03073E105
1946
20081
SH
SOLE
0
0
20081
AMGEN INC
COM
031162100
4938
19429
SH
SOLE
0
0
19429
ANAVEX LIFE SCIENCES CORP
COM NEW
032797300
114
25028
SH
SOLE
0
0
25028
APPLE INC
COM
037833100
1580
13640
SH
SOLE
0
0
13640
ARISTA NETWORKS INC
COM
040413106
205
990
SH
SOLE
0
0
990
ATLANTIC AMERN CORP
COM
048209100
99
49500
SH
SOLE
0
0
49500
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
499
2343
SH
SOLE
0
0
2343
BK OF AMERICA CORP
COM
060505104
242
10065
SH
SOLE
0
0
10065
BLACKROCK INC
COM
09247X101
3944
6998
SH
SOLE
0
0
6998
BOOKING HOLDINGS INC
COM
09857L108
6362
3719
SH
SOLE
0
0
3719
BOSTON SCIENTIFIC CORP
COM
101137107
934
24441
SH
SOLE
0
0
24441
BROADCOM INC
COM
11135F101
5319
14601
SH
SOLE
0
0
14601
CERNER CORP
COM
156782104
1961
27132
SH
SOLE
0
0
27132
CIGNA CORP NEW
COM
125523100
805
4754
SH
SOLE
0
0
4754
CISCO SYS INC
COM
17275R102
3220
81747
SH
SOLE
0
0
81747
CITRIX SYS INC
COM
177376100
731
5305
SH
SOLE
0
0
5305
COCA COLA CO
COM
191216100
256
5186
SH
SOLE
0
0
5186
COMCAST CORP NEW
CL A
20030N101
875
18919
SH
SOLE
0
0
18919
DOCUSIGN INC
COM
256163106
129
600
SH
SOLE
0
0
600
DOCUSIGN INC
COM
256163106
98
500
SH
Call
SOLE
0
0
500
DOMINION ENERGY INC
COM
25746U109
1797
22768
SH
SOLE
0
0
22768
DUKE ENERGY CORP NEW
COM NEW
26441C204
231
2609
SH
SOLE
0
0
2609
ELECTRONIC ARTS INC
COM
285512109
853
6538
SH
SOLE
0
0
6538
EMERSON ELEC CO
COM
291011104
1791
27312
SH
SOLE
0
0
27312
ENBRIDGE INC
COM
29250N105
1664
56981
SH
SOLE
0
0
56981
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
85
15664
SH
SOLE
0
0
15664
EXXON MOBIL CORP
COM
30231G102
208
6069
SH
SOLE
0
0
6069
FACEBOOK INC
CL A
30303M102
7348
28056
SH
SOLE
0
0
28056
GARMIN LTD
SHS
H2906T109
685
7217
SH
SOLE
0
0
7217
GENERAL MLS INC
COM
370334104
1518
24609
SH
SOLE
0
0
24609
GENUINE PARTS CO
COM
372460105
4966
52177
SH
SOLE
0
0
52177
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
531
14112
SH
SOLE
0
0
14112
HD SUPPLY HLDGS INC
COM
40416M105
605
14666
SH
SOLE
0
0
14666
HOME DEPOT INC
COM
437076102
749
2697
SH
SOLE
0
0
2697
HUBBELL INC
COM
443510607
534
3903
SH
SOLE
0
0
3903
IDEANOMICS INC
COM
45166V106
16
17500
SH
SOLE
0
0
17500
ILLUMINA INC
COM
452327109
5951
19254
SH
SOLE
0
0
19254
INTERPUBLIC GROUP COS INC
COM
460690100
380
22781
SH
SOLE
0
0
22781
INTUITIVE SURGICAL INC
COM NEW
46120E602
248
350
SH
SOLE
0
0
350
INVESCO QQQ TR
UNIT SER 1
46090E103
515
1854
SH
SOLE
0
0
1854
ISHARES INC
MSCI EMERG MRKT
464286533
2674
48458
SH
SOLE
0
0
48458
ISHARES TR
MSCI EAFE ETF
464287465
267
4191
SH
SOLE
0
0
4191
ISHARES TR
EAFE SML CP ETF
464288273
517
8760
SH
SOLE
0
0
8760
ISHARES TR
SHRT NAT MUN ETF
464288158
366
3383
SH
SOLE
0
0
3383
ISHARES TR
MSCI INTL QUALTY
46434V456
673
21482
SH
SOLE
0
0
21482
ISHARES TR
NATIONAL MUN ETF
464288414
7743
66793
SH
SOLE
0
0
66793
ISHARES TR
CORE S&P SCP ETF
464287804
9820
139820
SH
SOLE
0
0
139820
ISHARES TR
MSCI USA MIN VOL
46429B697
204
3196
SH
SOLE
0
0
3196
ISHARES TR
CORE S&P500 ETF
464287200
313
930
SH
SOLE
0
0
930
ISHARES TR
20 YR TR BD ETF
464287432
4152
25434
SH
SOLE
0
0
25434
ISHARES TR
MSCI EAFE MIN VL
46429B689
9309
136631
SH
SOLE
0
0
136631
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
1866
37240
SH
SOLE
0
0
37240
JOHNSON & JOHNSON
COM
478160104
5050
33922
SH
SOLE
0
0
33922
JPMORGAN CHASE & CO
COM
46625H100
426
4429
SH
SOLE
0
0
4429
KEURIG DR PEPPER INC
COM
49271V100
4647
168385
SH
SOLE
0
0
168385
KIMBERLY CLARK CORP
COM
494368103
568
3847
SH
SOLE
0
0
3847
LAM RESEARCH CORP
COM
512807108
6636
20003
SH
SOLE
0
0
20003
LOWES COS INC
COM
548661107
5749
34665
SH
SOLE
0
0
34665
LPL FINL HLDGS INC
COM
50212V100
756
9858
SH
SOLE
0
0
9858
MASCO CORP
COM
574599106
407
7382
SH
SOLE
0
0
7382
MASTERCARD INCORPORATED
CL A
57636Q104
6839
20224
SH
SOLE
0
0
20224
MERCADOLIBRE INC
COM
58733R102
595
550
SH
SOLE
0
0
550
METLIFE INC
COM
59156R108
1513
40707
SH
SOLE
0
0
40707
MICROSOFT CORP
COM
594918104
11
100
SH
Call
SOLE
0
0
100
MICROSOFT CORP
COM
594918104
4979
23673
SH
SOLE
0
0
23673
MONDELEZ INTL INC
CL A
609207105
1406
24475
SH
SOLE
0
0
24475
MONGODB INC
CL A
60937P106
208
900
SH
SOLE
0
0
900
MONGODB INC
CL A
60937P106
15
100
SH
Call
SOLE
0
0
100
NASDAQ INC
COM
631103108
908
7398
SH
SOLE
0
0
7398
NETEASE INC
SPONSORED ADS
64110W102
970
2133
SH
SOLE
0
0
2133
NOVARTIS AG
SPONSORED ADR
66987V109
3380
38871
SH
SOLE
0
0
38871
NVIDIA CORPORATION
COM
67066G104
599
1107
SH
SOLE
0
0
1107
NXP SEMICONDUCTORS N V
COM
N6596X109
4684
37528
SH
SOLE
0
0
37528
OREILLY AUTOMOTIVE INC
COM
67103H107
6221
13492
SH
SOLE
0
0
13492
OSHKOSH CORP
COM
688239201
254
3461
SH
SOLE
0
0
3461
PAYCOM SOFTWARE INC
COM
70432V102
249
800
SH
SOLE
0
0
800
PAYPAL HLDGS INC
COM
70450Y103
7492
38024
SH
SOLE
0
0
38024
PEPSICO INC
COM
713448108
1826
13177
SH
SOLE
0
0
13177
PFIZER INC
COM
717081103
2451
66796
SH
SOLE
0
0
66796
PHILIP MORRIS INTL INC
COM
718172109
1457
19431
SH
SOLE
0
0
19431
PPL CORP
COM
69351T106
1407
51702
SH
SOLE
0
0
51702
PROCTER AND GAMBLE CO
COM
742718109
2213
15924
SH
SOLE
0
0
15924
REALTY INCOME CORP
COM
756109104
5014
82541
SH
SOLE
0
0
82541
SANDSTORM GOLD LTD
COM NEW
80013R206
89
10510
SH
SOLE
0
0
10510
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
46177
572701
SH
SOLE
0
0
572701
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
4763
92490
SH
SOLE
0
0
92490
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
5379
46706
SH
SOLE
0
0
46706
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
739
19076
SH
SOLE
0
0
19076
SCHWAB STRATEGIC TR
US REIT ETF
808524847
285
8061
SH
SOLE
0
0
8061
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
541
16369
SH
SOLE
0
0
16369
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
229
8561
SH
SOLE
0
0
8561
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
440
17915
SH
SOLE
0
0
17915
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
207
2602
SH
SOLE
0
0
2602
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
211
8883
SH
SOLE
0
0
8883
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
2885
88694
SH
SOLE
0
0
88694
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1739
31338
SH
SOLE
0
0
31338
SHOPIFY INC
CL A
82509L107
1176
1150
SH
SOLE
0
0
1150
SOUTHERN CO
COM
842587107
1541
28419
SH
SOLE
0
0
28419
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3056
9125
SH
SOLE
0
0
9125
SPDR SER TR
S&P 600 SMCP GRW
78464A201
887
15026
SH
SOLE
0
0
15026
SPDR SER TR
S&P 400 MDCP GRW
78464A821
1123
19563
SH
SOLE
0
0
19563
SQUARE INC
CL A
852234103
327
2013
SH
SOLE
0
0
2013
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
934
15434
SH
SOLE
0
0
15434
STERIS PLC
SHS USD
G8473T100
782
4441
SH
SOLE
0
0
4441
TE CONNECTIVITY LTD
REG SHS
H84989104
4303
44023
SH
SOLE
0
0
44023
TESLA INC
COM
88160R101
489
1140
SH
SOLE
0
0
1140
TESLA INC
COM
88160R101
1
114100
SH
Put
SOLE
0
0
114100
THE TRADE DESK INC
COM CL A
88339J105
426
822
SH
SOLE
0
0
822
THERMO FISHER SCIENTIFIC INC
COM
883556102
214
485
SH
SOLE
0
0
485
TRUIST FINL CORP
COM
89832Q109
3197
84021
SH
SOLE
0
0
84021
TWILIO INC
CL A
90138F102
43
200
SH
Call
SOLE
0
0
200
TWILIO INC
CL A
90138F102
235
950
SH
SOLE
0
0
950
UNITED PARCEL SERVICE INC
CL B
911312106
1725
10354
SH
SOLE
0
0
10354
VALERO ENERGY CORP
COM
91913Y100
4076
94094
SH
SOLE
0
0
94094
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
4969
59827
SH
SOLE
0
0
59827
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
886
8743
SH
SOLE
0
0
8743
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
7007
88739
SH
SOLE
0
0
88739
VANGUARD INDEX FDS
MID CAP ETF
922908629
19884
112812
SH
SOLE
0
0
112812
VANGUARD INDEX FDS
GROWTH ETF
922908736
787
3456
SH
SOLE
0
0
3456
VANGUARD INDEX FDS
VALUE ETF
922908744
10101
96650
SH
SOLE
0
0
96650
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
288
5282
SH
SOLE
0
0
5282
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
8535
121102
SH
SOLE
0
0
121102
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
463
11310
SH
SOLE
0
0
11310
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
2718
37749
SH
SOLE
0
0
37749
VANGUARD WHITEHALL FDS
EMERG MKT BD ETF
921946885
287
3643
SH
SOLE
0
0
3643
VERIZON COMMUNICATIONS INC
COM
92343V104
1507
25327
SH
SOLE
0
0
25327
VISA INC
COM CL A
92826C839
264
1320
SH
SOLE
0
0
1320
VULCAN MATLS CO
COM
929160109
5757
42473
SH
SOLE
0
0
42473
WALMART INC
COM
931142103
875
6251
SH
SOLE
0
0
6251
WHEATON PRECIOUS METALS CORP
COM
962879102
356
7264
SH
SOLE
0
0
7264
XPO LOGISTICS INC
COM
983793100
588
6943
SH
SOLE
0
0
6943
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
23
48
SH
SOLE
0
0
48
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
218
500
SH
Call
SOLE
0
0
500